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INSANE: 4 | Vintage Vibes

Forget Google Search: This Business Is Alphabet's Real Growth Story

Google Cloud is the fastest-growing major cloud platform in the world, with Q4 2025 revenue surging almost 50% year over year to $17.66 billion.

MarketBeat

Windows and Xbox are now prioritizing user feedback in a huge pivot ... but why now? I can't help but be suspicious — it smells a bit like panic.

Is Microsoft's big AI push falling off the rails? Possibly, but not for the reasons you might think. AI is here to stay, but Microsoft's AI infrastructure gamble is making Wall Street incredibly nervous ... here's why.

Windows Central

Microsoft's Azure cloud platform problems stem from AI, according to a former engineer: "Those disruptions built up."

An ex-Microsoft engineer recently detailed how Azure’s rushed launch, talent exodus, and AI hype left Microsoft’s cloud fragile and struggling to compete.

Windows Central

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Microsoft Stock Jumps Over 2% as Investors Eye AI Recovery Amid Geopolitical Easing and Cloud Momentum

Microsoft Corp. shares climbed more than 2% in morning trading Tuesday, with the stock reaching around $366.64 as broader market optimism over potential Iran conflict de-escalation lifted tech names and investors looked past recent concerns about heavy AI spending.

International Business Times

Bank of America Sees 30% Upside Potential in Microsoft Stock: Buy the Mag 7 Leader Now?

Bank of America reinstates its bullish rating on tech giant Microsoft with over 30% upside.

Barchart

Microsoft considering suing OpenAI over Altman's recent deal with Amazon, report claims — exclusivity dispute revolves around Frontier multi-agent service

Microsoft ruminating on suing OpenAI over Altman's recent deal with Amazon

Tom’s Hardware

Microsoft is reportedly considering suing OpenAI after Amazon’s $50B deal shakes their “exclusive” partnership

Microsoft weighs legal action against OpenAI and Amazon over a $50 billion cloud deal, which could test Azure’s exclusivity.

Windows Central

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Microsoft (MSFT) Stock Rebounds Modestly on March 16 Amid Broader Market Recovery and Ongoing AI Optimism

Microsoft Corp. (NASDAQ: MSFT) shares advanced modestly in early trading on March 16, 2026, as the tech giant participated in a broader equity rebound fueled by easing geopolitical tensions and a retreat in oil prices.

International Business Times

OpenAI reportedly building a GitHub alternative after saying Microsoft-owned platform is 'not yet meeting our expectations'

OpenAI is developing a private code repository following frequent GitHub outages, aiming to improve workflow reliability under AI-driven workloads.

TechRadar

Why Microsoft Stock is a 'Strong Buy' Despite Underperforming Big Tech Peers

Wall Street sentiment remains positive. Analysts maintain a “Strong Buy” consensus rating on Microsoft shares.

Barchart

Microsoft Positioned to Win AI Race With Dual-Model Strategy

See how Microsoft’s AI partnerships could support Azure demand, why model choice matters less to Microsoft, and what analysts and charts imply for the stock.

MarketBeat

Microsoft watched OpenAI collect 110 billion dollars and said 'we’re still cool, right?'

Microsoft skipped OpenAI's latest multi-billion dollar funding round, but a joint statement confirms their Azure and IP agreements remain unchanged.

Windows Central

Xbox’s new Chief of Staff just reunited with Asha Sharma — but who exactly is Craig Cincotta?

Craig Cincotta has been named Chief of Staff at Xbox, reuniting with new CEO Asha Sharma. Here is his Microsoft career history and what the role means for Xbox leadership.

Windows Central

Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: 'Yeah, you’re going to burn this billion dollars'

Nadella said despite the risk, “it was not that hard to convince anyone.”

Fortune

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MarketBeat

Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype

Microsoft’s pullback overlooks the company's Azure migrations, as legacy SQL workloads moving to the cloud may be the real long-term growth driver

TechRadar

Barely any Microsoft 365 users are actually paying for Copilot - despite Microsoft CEO Satya Nadella claiming it is 'a true daily habit.'

Microsoft claims rapid Copilot growth, yet only 3.3% of Microsoft 365 users pay, which raises questions over long-term AI investment returns.

Kiplinger

Stocks Sink With Alphabet, Bitcoin: Stock Market Today

A dismal round of jobs data did little to lift sentiment on Thursday.

Barchart

Could Microsoft Stock Hit $600 in 2026 Despite OpenAI Woes?

Microsoft is trading near $400 price levels, but consensus estimates call for the stock to rally above $600 over the next year. Is MSFT stock a buy after the recent crash?

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Barchart

Microsoft Just Showed Why It’s Still a Must-Own Stock

Microsoft remains a long-term compounder, and the recent dip in MSFT stock is an opportunity for investors.

Windows Central

Microsoft loses a massive $440 billion in market cap as shares tank — investors get increasingly sceptical of its AI strategy

Microsoft investors didn't enjoy the company's FY26 Q2 report, as fears of its AI strategy begin to unravel into despair.

Barchart

As Microsoft Stock Crashes Below Key Support Levels, Should You Buy the Dip?

Microsoft stock is sinking as Azure growth in Q2 disappoints investors. There’s reason to consider steering clear of MSFT shares despite this pullback.

Windows Central

Microsoft's early bet on OpenAI is weighing heavily on Azure, causing 45% of its backlog — but it's finally starting to pay off

Microsoft's financial earnings report reveals that OpenAI accounts for 45% of its Azure cloud computing backlog, yet Microsoft's net income jumped by $7.6 billion, primarily due to its investment in OpenAI.

Fortune

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.

Barchart

Microsoft Reports Q2 Earnings Jan. 28. Is MSFT Stock a Buy Before Then?

The momentum in Microsoft’s business will likely continue, driven by its strength in cloud and AI offerings.

MarketBeat

Microsoft Slumps Heading Into Earnings—Here’s What Matters Most

MSFT stock remains under pressure ahead of its Jan. 28 earnings report as a bearish death cross pattern lingers; here's what investors watch for in the report

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